Field help (MIG4INTIT)
Customer quotes
This phase is used for the migration of Sage Intégrale pending "DV"-type entries (quotes) whose date is later or equal to the date defined in the first "Financials" tab of the setup.
The items generated by this migration are visible in the menu Sales / Quotes / Quotes.
Since the "PR"-type entries (proforma) are not migrated, it is necessary for recovering them as quotes to change the type from "PR" to "DV" in the XIEPV table.
The following items are not recovered in Sage X3:
- the product lines whose delivered quantity is equal to zero,
- the entries with no product line.
For example, a purchase entry in which only the freight at the bottom of the entry has been specified.
Customer orders
This phase is used for the migration of Sage Intégrale pending "Co"-type entries (orders) whose date is later or equal to the date defined in the "Financial" first tab of the setup.
Their non posted prepayments (up to 30) are recovered as prepayment open items in Sage X3.
Upon invoice generation in Sage X3, only four prepayment open items are generated.
The items generated by this migration are visible in the menu Sales / Orders / Orders.
In priority, the migration program recovers the Sage Intégrale amounts according to the setup done in Sage X3, including when it comes to taxes.
It is possible, upon usage of these entries in Sage X3, that the amount +tax is recalculated and becomes different from the original amount +tax.
The following items are not recovered in Sage X3:
- the product lines whose delivered quantity is equal to zero,
- the entries that have no product line (for example, a purchase entry in which only the freight at the bottom of the entry has been specified),
- the entries containing product lines that have negative delivered quantities.
The lines of the entries with a negative net price have a value of zero in Sage X3.
Customer invoices
This phase is used for the migration of entries of the type "FA", "AV", and "AC" (invoices and credit memos) posted in Sage Intégrale and whose date is later or equal to the date defined in the first "Financials" tab of the setup.
The items generated by this migration are visible in the menu Sales / Inquiries / Invoices / List of invoices.
The entries appear with a "Validated" status and thus cannot be modified.
The following items are not recovered in Sage X3:
- the product lines whose delivered quantity is equal to zero,
- the entries that have no product line (for example, a purchase entry in which only the freight at the bottom of the entry has been specified).
Invoices with a negative quantity are recovered as is in Sage X3.
Supplier orders
This phase is used for the migration of Sage Intégrale pending "CF"-type entries (orders) whose date is later or equal to the date defined in the "Financial" first tab of the setup.
The items generated by this migration are visible in the menu Sales / Inquiries / Invoices / List of invoices.
Their non posted prepayments (up to 30) are recovered as prepayment open items in Sage X3.
The items generated by this migration are visible in the menu Purchasing / Orders / Orders.
Since the "DF"-type entries (price requests) are not migrated, it is necessary for recovering them as orders to change the type from "DF" to "CF" in the XIEPV table.
The following items are not recovered in Sage X3:
- the product lines whose delivered quantity is equal to zero,
- the entries that have no product line (for example, a purchase entry in which only the freight at the bottom of the entry has been specified).
Supplier invoices
This phase is used for the migration of entries of the type "FF", "AF", and "AA" (invoices and credit memos) posted in Sage Intégrale and whose date is later or equal to the date defined in the first "Financials" tab of the setup.
The items generated by this migration are visible in the menu Purchasing / Inquiries / Invoices / List of invoices.
The entries appear with a "Validated" status and thus cannot be modified.
The following items are not recovered in Sage X3:
- the product lines whose delivered quantity is equal to zero,
- the entries that have no product line (for example, a purchase entry in which only the freight at the bottom of the entry has been specified).
Work orders
This phase is used for the migration of Sage Intégrale pending "PP"-type entries (production plans) whose date is later or equal to the date defined in the "Financial" first tab of the setup.
The items generated by this migration are visible in the menu Manufacturing / Planning / Work order.
Only production plans for which an MRP calculation has been launched in Sage Intégrale with WO generation are processed.
The work orders must not have cost statements (BA) and assigned or specific customer/entry BOMs. If they do, they are ignored.
The selected "PP"-type entry lines trigger the creation of work orders with the status "Closed" in Sage X3.
Theirrelease mode is:
- "Complete", if a routing could be associated,
- "Materials only", otherwise.
Subsequently, the production setup must be readjusted in order to optimize the usage of this module with a Sage X3 approach rather than one of Sage Intégrale.
For example, an MRP mode must be created for each BOM code and production site, so as to be able to launch the requirements calculation in the software product.
General and analytical history
This phase is used for the migration of the general accounting history of Sage Intégrale from the fiscal year whose date has been defined in the first "Financials" tab of the setup.
If the "Analytical recovery" check box is selected, the entries corresponding to accounts that can be analytically distributed in the analytical history of Sage Intégrale are also migrated.
The items generated by this migration are visible in the menu Financials / Journals / Journal entry.
The open items potentially present at the entry phase (Sx phase) in Sage Intégrale are created in Sage X3. The balance is considered as closed.
Only the open items at the entry phase in Sage Intégrale (S phase) are integrated with a null paid amount. The other open items are migrated, but considered as already closed. They therefore do not change any longer.
General and analytical day book
This phase is used for migrating the entires of the Sage Integrale general accounting day book.
For accounts that can be analytically distributed, and if the "Analytical recovery" check box is selected, the corresponding entries in the analytical history of Sage Intégrale are also migrated.
The items generated by this migration are visible in the menu Financials / Journals / Journal entry.
The open items potentially present at the entry phase (Sx phase) in Sage Intégrale are created in Sage X3. The balance is considered as closed.
Only the open items at the entry phase in Sage Intégrale (S phase) are integrated with a null paid amount. The other open items are migrated, but considered as already closed. They therefore do not change any longer.
Analytical history
This phase is used for migrating the entries of the analytical history of Sage Intégrale from the fiscal year whose date has been defined in the first "Financials" tab of the setup.
The items generated by this migration are visible in the menu Financials / Journals / Journal entry.
The migration is possible only if the "Analytical recovery" check box is selected (menu Setup / Integrale migration / Setup - "Financials" tab).
Analytical day book
This phase is used for migrating the entries of the analytical entries of the general analytical day book.
The items generated by this migration are visible in the menu Financials / Journals / Journal entry.
The migration is possible only if the "Analytical recovery" check box is selected (menu Setup / Integrale migration / Setup - "Financials" tab).